Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,428
New
Increased
Reduced
Closed

Top Sells

1 +$1.64B
2 +$1.04B
3 +$856M
4
MSFT icon
Microsoft
MSFT
+$597M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$537M

Sector Composition

1 Technology 13.01%
2 Healthcare 10.44%
3 Financials 8.64%
4 Consumer Discretionary 7.73%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$1.07M ﹤0.01%
127,486
-377,030
1502
$1.06M ﹤0.01%
40,665
-46,036
1503
$1.06M ﹤0.01%
108,672
+30,666
1504
$1.06M ﹤0.01%
55,190
+29,020
1505
$1.06M ﹤0.01%
11,198
+1,057
1506
$1.06M ﹤0.01%
+8,325
1507
$1.05M ﹤0.01%
38,224
-1,066
1508
$1.05M ﹤0.01%
+35,500
1509
$1.05M ﹤0.01%
41,867
-91,121
1510
$1.05M ﹤0.01%
684,139
+36,726
1511
$1.04M ﹤0.01%
32,816
-21,548
1512
$1.04M ﹤0.01%
10,721
+5,562
1513
$1.03M ﹤0.01%
69,463
+67,815
1514
$1.03M ﹤0.01%
73,617
-195,737
1515
$1.03M ﹤0.01%
148,748
+101,848
1516
$1.03M ﹤0.01%
39,682
+5,484
1517
$1.02M ﹤0.01%
35,205
+16,921
1518
$1.02M ﹤0.01%
78,703
+27,549
1519
$1.02M ﹤0.01%
23,558
-9,278
1520
$1.02M ﹤0.01%
23,626
-13,644
1521
$1.02M ﹤0.01%
20,679
-25,667
1522
$1.02M ﹤0.01%
29,495
-15,759
1523
$1.01M ﹤0.01%
20,567
-26,573
1524
$1.01M ﹤0.01%
13,077
-62,177
1525
$1.01M ﹤0.01%
14,995
+512